COMPOUND. STRUCTURE. STEWARDSHIP.
STRUCTURED INVESTMENT AND WEALTH STRATEGY FOR LONG TERM FINANCIAL DECISIONS.
Strategic wealth management designed for those who value structure, clarity, and long-term growth.
HI, IM ADAM.
I started Compound Wealth over eight years ago to help people make smarter, long-term decisions with their money. Before that, I spent more than 12 years in financial services, including roles within KiwiSaver and investment management, as well as time working in Hong Kong before returning home to start the business.
Compound Wealth exists to provide clear, practical advice for people making important financial decisions who value a long-term approach to investing and planning. I specialise in KiwiSaver advice, retirement planning, and the construction of long-term investment portfolios aligned with a client's goals and stage of life.
CHOOSE YOUR SERVICE LEVEL
This is not about chasing returns. It’s about building a portfolio that can support real decisions over time.
FLAGSHIP PACKAGE
for clients with $1m-$5m
For people whose investment decisions have become too important to leave fragmented.
An advice-led investment strategy designed to bring structure, alignment, and long-term discipline to how your capital is invested.
STRATEGIC PACKAGE
FOR CLIENTS WITH $5M-$15M
For people with growing or established wealth who want clarity and structure before making major financial decisions.
Integrated planning that connects investments, cashflow, and long-term outcomes.
PRIVATE PACKAGE
FOR CLIENTS WITH $15M+
For people with complex wealth who want ongoing, high-touch oversight and coordination.
A long-term adviser relationship focused on stewardship, continuity, and legacy.
RECEIVE OUR INVESTMENT PHILOSOPHYS
These guides are designed to explain the principles that underpin sensible, long-term investment decisions.
TRUSTED BY
WHAT PEOPLE SAY…
Trusted by people making long-term financial decisions.
COORDINATE. ALIGN. COMPOUND.
READY TO GET EVERYTHING WORKING TOGETHER?
Apply to work with me and we’ll confirm fit before any advice is provided.
INSIGHTS & UPDATES
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